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UNIFIED.

One customer record.Every workflow connected.

Unified is an AI-powered CRM that keeps customer records, tickets, messages, files, invoices, and follow-ups together. Eiko handles repetitive work, and UniPortal keeps customers updated.

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Unified workspace Interactive product tour

Eiko is gathered context.

Command Eiko

02 / 05 LIVE
Eiko is working · Gathered context0/5

  1. Gathered context

    10:02

    Merchant record, ticket history, and device status.

  2. Call summarized

    10:04

    Captured the issue and requested on-site support.

  3. Assigned to Priya

    10:05

    Routed Ticket #482 to Tier 2 Hardware Support.

  4. Support scheduled

    10:06

    On-site visit booked for both affected locations.

  5. UniPortal update published

    10:07

    Customer status posted and confirmation sent.

What Unified helps your team do.

See the full customer history

Keep account details, conversations, files, invoices, and open work on one record.

Finish repetitive work with AI

Use Eiko to summarize, draft, assign, and follow up without searching across separate tools.

Keep customers informed

Give customers a dedicated place for requests, files, invoices, schedules, and updates.

How it works

Connect your tools, unify customer context, and automate approved follow-through without changing how every team works overnight.

Connected toolsFirst workflow
Healthy
SalesforceCRMConnectedManage
HubSpotMarketingConnectedManage
ZendeskSupportConnectedManage
SlackMessagingConnectedManage
GmailEmailConnectedManage
StripePaymentsConnectedManage
View all integrations
01

Connect the tools you use

Connect the customer, support, communication, and business tools needed for your first workflow.

Controlled accessUse secure OAuth and restricted credentials for only the data each workflow needs.

Reliable syncKeep customer records, files, conversations, and events current across tools.

Identity resolutionMatching records
Possible matches
Helio Foodshelio@heliofoods.com
Helio Foodsbilling@heliofoods.com
Helio Foodssupport@heliofoods.com
Unified customer record
HFHelio FoodsCustomer - Acme Foods GroupActive
Primary contact
Priya Shah
Email
billing@heliofoods.com
Account owner
Unified Support
Clear owners and next actionsWorkspace view

Triage ownership, handoffs, and customer work with the full record nearby.

  • 7 open handoffs
  • 3 teams aligned
02

Bring customer records together

Unified matches related records and presents one clear customer profile with the right view for each audience.

Smart matchingFind duplicate identities and link related accounts, contacts, and work.

Role-aware contextGive employees and customers the information they need—without exposing internal work.

Eiko follow-throughTicket #482 · Helio Foods
Ready for review
  1. 01

    Brief the request

    Gather related records and history

    Context gathered
  2. 02

    Draft the response

    Apply approved templates and policy

    Draft ready
  3. 03

    Human review

    Priya reviews the customer response

    Approved
  4. 04

    Share the update

    Post the result to the ticket and portal

    Update prepared
Approved contextRefund policy · Shipping policy · Customer record
Every action logged
03

Automate repeated work

Eiko handles repeatable steps while people set the guardrails, review decisions, and see every action.

Approved context onlyUse the records, policies, templates, and permissions your team approves.

Human review by defaultKeep people in control of customer-facing decisions and messages.

Every action stays visibleSee what Eiko used, changed, and prepared before anything reaches the customer.

Start with one workflow.
Expand when it proves itself.

Connect only what the first use case needs, pilot with the people doing the work, then grow from evidence.

  1. 01

    Connect

    Securely connect the records and channels the first workflow needs.

  2. 02

    Configure

    Choose the workflow, templates, permissions, and policies that fit your team.

  3. 03

    Pilot

    Run with a small group, review together, and refine each handoff.

  4. 04

    Expand

    Bring proven workflows to more teams with clear ownership.

Show us the work slowing your team down.

We will map the customer context, tools, and handoffs that work needs.

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